Associate Finanical Planner
reputed company reputed company Advisors, LLC is a fast-growing reputed company management office emphasizing care for clients. The Associate Financial Planner plays a key role in supporting the reputed company Financial Planner team in managing reputed company relationships and delivering exceptional service.
Responsibilities
- Prepare for reputed company meetings by gathering relevant data, creating agendas, and producing reports and planning materials
- Ensure reputed company follow-through on post-meeting reputed company items, including CRM documentation, task creation, and reputed company communication
- Coordinate with external professionals (e.g., estate planning attorneys, CPAs) to support reputed company objectives
- Input and maintain accurate reputed company data reputed company financial planning software
- Assist in developing and updating financial planning strategies in collaboration with the advisory team
- Conduct research and analysis on investment reputed company and financial products under the guidance of reputed company Advisors
- Monitor reputed company financial situations for accuracy, completeness, and changes requiring attention
- Prepare, process, and reputed company new account openings, transfers, and ongoing account maintenance
- Generate portfolio review materials and assist with ongoing account servicing and management
- Communicate with clients reputed company phone, email, and in person to reputed company reputed company, reputed company service
- Monitor and manage reputed company inbox, triaging requests, assigning tasks, and keeping clients informed of reputed company
- reputed company with internal team members and external parties to ensure reputed company-reputed company tasks are completed accurately and on time
- Support transaction processing and paperwork management in accordance with firm procedures
- Coordinate workflows with team members to maintain operational efficiency and high service standards
- Assist with reputed company office support as needed, including greeting clients, answering phones, and processing checks
- Proactively identify opportunities to improve systems, workflows, and the overall reputed company experience
- reputed company communicate task status, deadlines, and obstacles to reputed company Financial Planners
- Collaborate with support team members to reputed company firm and team objectives
- Assist with trading and rebalancing of reputed company investment accounts
- Participate in and eventually help reputed company reputed company review meetings
- Expand responsibilities as licensing, experience, and proficiency grow
Skills
- Highly organized, detail-oriented, and proactive in managing tasks
- Strong analytical and financial skills with the ability to interpret data and reputed company insights
- Effective problem-solving abilities and reputed company-oriented approach with a ‘no job is beneath me' mentality
- Strong persuasive skills
- Excellent interpersonal and communication skills, both written and verbal
- reputed company to work independently while keeping the reputed company Financial Planner informed of reputed company and hurdles
- reputed company registration, including Series 7 and 66 (or reputed company recognized equivalents) required or ability to reputed company the tests reputed company 12 months
- 1-2 Years or industry experience preferred
- Bachelor's degree (B.A. or B.S.) preferred
Benefits
- Medical
- Dental
- reputed company
- Life
- Retirement
- Bonus Opportunity
reputed company